How big is Kendal-Crosslands Communities' plan?

Kendal-Crosslands Communities' plan reported $33.4M in assets and 778 participants for 2024.

Original filing (PDF)20250821074930NAL0003950929001

Kendal-Crosslands Communities

Name: Kendal-Crosslands Communities — Kendal-Crosslands, Form 5500 (2024)
Creator: Kendal-Crosslands Communities
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kendal-Crosslands Communities 403(b) Plan

403(b) retirement plan · Kendal-Crosslands Communities' Kendal-Crosslands Communities 403(b) Plan held $33.4M in plan assets for 778 participants in 2024, with Mutual of America as recordkeeper.

Active participants

778

Accounts w/ balance

922

Plan assets (EOY)

$33.4M

Net assets (EOY)

$33.4M

People on this filing

Quiana Pettiford signed Kendal-Crosslands Communities' 2024 Form 5500 as plan administrator.

Quiana Pettiford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kendal-Crosslands Communities' EIN is 23-1906212.

EIN 23-1906212

Plan number 002

Plan year 2024

ACK ID 20250821074930NAL0003950929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kendal-Crosslands Communities from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kendal-Crosslands Communities' plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENDAL-CROSSLANDS COMMUNITIES.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

KENDAL-CROSSLANDS COMMUNITIES

EIN

all filings

Address

1660 E STREET RD. · KENNETT SQUARE, PA · 19348

Phone

(610) 388-1441

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

YOUNG OAKES BROWN & CO, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$115K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC.	—	SANTA MONICA, CA	FIDUCIARY ADVISOR	$15K	—

Investments

32 direct securities· $33.4M(100% of reported assets)

Other securities

$26.8M

15 holdings

Mutual Funds

$5.5M

11 holdings

Common Collective Trusts

$918K

5 holdings

U.S. Treasuries

$102K

1 holding

					% of plan
MoA Clear Passage 2025 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$5.0M	15.1%
MoA Clear Passage 2020 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$3.2M	9.5%
MoA Clear Passage 2030 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$3.0M	9.1%
MoA Clear Passage 2035 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$2.7M	8.0%
MoA Clear Passage 2015 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$2.7M	8.0%
Vanguard Total Bond Market Index Adm . Vanguard MUTUAL FUND	Mutual Funds	—	—	$2.3M	7.0%
MoA Clear Passage 2065 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$2.1M	6.4%
MoA Clear Passage 2040 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$2.1M	6.3%
MoA Clear Passage 2045 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$1.3M	4.0%
MoA Clear Passage 2055 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$1.3M	3.8%
MoA Clear Passage 2050 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$1.2M	3.7%
Plan Number: 002 . T.Rowe Price MUTUAL FUND	Other securities	—	—	$1.1M	3.4%
MFS Mid Cap Value R6 . Mutual of America MUTUAL FUND	Mutual Funds	—	—	$748K	2.2%
Delaware Small Cap Value R6 . Dodge & Cox MUTUAL FUND	Mutual Funds	—	—	$743K	2.2%
BlackRock Mid-Cap Growth Equity K . Calvert MUTUAL FUND	Other securities	—	—	$620K	1.9%
MoA Equity Index Fund . Mutual of America MUTUAL FUND	Common Collective Trusts	—	—	$456K	1.4%
T. Rowe Price Blue Chip Growth I . Vanguard MUTUAL FUND	Mutual Funds	—	—	$420K	1.3%
MoA Mid Cap Equity Index Fund . Mutual of America MUTUAL FUND	Common Collective Trusts	—	—	$398K	1.2%
Vanguard Real Estate Index Admiral . Vanguard MUTUAL FUND	Mutual Funds	—	—	$350K	1.0%
Dodge & Cox Stock . Mutual of America PARTICIPANT LOANS	Mutual Funds	—	—	$349K	1.0%
. American Funds MUTUAL FUND	Mutual Funds	—	—	$244K	0.7%
MoA Clear Passage 2060 Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$194K	0.6%
Loan Fund . MFS MUTUAL FUND	Mutual Funds	—	—	$116K	0.3%
Calvert Small-Cap R6 . Calvert MUTUAL FUND	Other securities	—	—	$106K	0.3%
Calvert Bond R6 . Calvert MUTUAL FUND	U.S. Treasuries	—	—	$102K	0.3%
American Funds New World R6 . BlackRock MUTUAL FUND	Mutual Funds	—	—	$99K	0.3%
MoA Retirement Income Fund . Mutual of America MUTUAL FUND	Other securities	—	—	$91K	0.3%
Vanguard International Growth Adm . Vanguard MUTUAL FUND	Mutual Funds	—	—	$68K	0.2%
Vanguard Treasury Money Market Investor . Victory Funds MUTUAL FUND	Mutual Funds	—	—	$63K	0.2%
MoA Small Cap Equity Index Fund . PIMCO MUTUAL FUND	Common Collective Trusts	—	—	$32K	<0.1%
Calvert International Responsible Idx R6 . Calvert MUTUAL FUND	Common Collective Trusts	—	—	$28K	<0.1%
Calvert US Large Cap Core Rspnb Idx R6 . Delward MUTUAL FUND	Common Collective Trusts	—	—	$4K	<0.1%